MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
126
Cisco
CSCO
$277B
$5.83M 0.11%
94,461
+141
DIVO icon
127
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$5.79M 0.11%
142,003
+44,830
SYK icon
128
Stryker
SYK
$143B
$5.65M 0.11%
15,183
+25
IBM icon
129
IBM
IBM
$262B
$5.55M 0.11%
22,319
-23,133
VB icon
130
Vanguard Small-Cap ETF
VB
$67B
$5.51M 0.11%
24,858
+8,075
OKE icon
131
Oneok
OKE
$42.9B
$5.3M 0.1%
53,447
-7
WEC icon
132
WEC Energy
WEC
$37.6B
$5.23M 0.1%
48,014
+22,309
ARCC icon
133
Ares Capital
ARCC
$13.8B
$5.15M 0.1%
232,455
+1,801
ADP icon
134
Automatic Data Processing
ADP
$114B
$4.87M 0.09%
15,920
-221
EXC icon
135
Exelon
EXC
$48.3B
$4.69M 0.09%
101,750
+50,425
MCK icon
136
McKesson
MCK
$97.8B
$4.65M 0.09%
6,907
-46
CME icon
137
CME Group
CME
$96.6B
$4.61M 0.09%
17,377
+4,976
URTH icon
138
iShares MSCI World ETF
URTH
$5.89B
$4.48M 0.09%
29,276
+26,491
AMGN icon
139
Amgen
AMGN
$161B
$4.43M 0.09%
14,214
+127
MRK icon
140
Merck
MRK
$212B
$4.35M 0.08%
48,493
+118
SPYD icon
141
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$4.34M 0.08%
98,018
+11,214
QLD icon
142
ProShares Ultra QQQ
QLD
$9.91B
$4.19M 0.08%
47,100
+600
AEP icon
143
American Electric Power
AEP
$62.9B
$4.16M 0.08%
38,037
+76
CL icon
144
Colgate-Palmolive
CL
$63.9B
$4.12M 0.08%
43,957
-671
UBER icon
145
Uber
UBER
$192B
$4.11M 0.08%
56,345
-47,159
VOOG icon
146
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$4.06M 0.08%
12,147
+1,923
NTRS icon
147
Northern Trust
NTRS
$23.8B
$4.02M 0.08%
40,767
+5,083
AMT icon
148
American Tower
AMT
$89.6B
$3.97M 0.08%
18,259
-1,419
AMLP icon
149
Alerian MLP ETF
AMLP
$10B
$3.83M 0.07%
73,644
+4,944
TJX icon
150
TJX Companies
TJX
$160B
$3.8M 0.07%
31,208
+1,991
4 5
6
7 8